Workflow Templates

Templates help you ship faster when the use case is familiar. Start from a template, then adapt it to your systems and data.

When to Use Templates

Use a template when:

• You need a working baseline quickly
• The workflow pattern is common (research, routing, summarization)
• You want proven block structure before customizing

Build from scratch when the process is highly custom or compliance-heavy.

How to Use a Template

1. Open Workflows
2. Click Browse Templates
3. Pick a template based on objective and inputs
4. Review required integrations and data dependencies
5. Click Use Template
6. Update names, variables and destination systems
7. Run test cases in Console before deployment

Template Hardening Checklist

Before production:

• Replace placeholder prompts and URLs
• Connect required integrations
• Confirm environment variables are set
• Add error handling blocks for failure paths
• Verify output schema for downstream consumers

Use with Agents

If an agent will call the templated workflow as a tool:

• Keep input names descriptive (customer_id, ticket_text)
• Return concise structured outputs
• Add idempotency where possible for repeated calls

Next Steps

• Creating Workflows: Build from first principles
• Running Workflows: Execute via UI, API and SDK
• Environments: Promote safely to production

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